Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,889 | $152,619-96.1% | $125,195-95.3% | $152,909-96.1% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.5%-9.7pp |
| Annual return | 43.62% | 54.85%-11.2pp | 43.79%-0.2pp | 345.46%-301.8pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,053 | $5,869-65.0% | $4,937-58.4% | $5,851-64.9% |
| Admin fee / account holder | $2,220 | $13,437-83.5% | $9,704-77.1% | $11,601-80.9% |